End of Financial Year Checklist
Complete end of financial year checklist for 2026
Everything you need to prepare for tax time including income, deductions and super
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Group certificates or income statements from each job
Interest earned on savings accounts
From all shareholdings including franking credits
If you own investment properties
For any assets sold during the year
If you received government benefits
Uniforms, tools, training courses, etc.
Logbooks, fuel receipts, parking fees
If you worked from home
Course fees, textbooks, student loan interest
Receipts from registered charities
Financial advice fees, investment management fees
From all super funds
Pre-tax contributions to super
After-tax contributions you made
If you contributed to your spouse's super
Buy and sell transactions
From investment platforms
If you traded crypto
Rental income and expenses
For Medicare Levy Surcharge exemption
From ATO or myGov
For reference and carry-forward items
If using a tax agent
Ready to Lodge?
Once you've gathered all your documents, you can lodge your tax return through myGov or with a registered tax agent. Make sure all information is accurate before submitting.
Disclaimer: This checklist is a guide only. Individual circumstances may vary. Please consult with a qualified tax professional for advice specific to your situation.